DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / F•••• F••••••••• A•••••••
F•••• F••••••••• A•••••••
F•••• Foundation Bank Personal & Commercial Banking, solutions tailored to meet your needs. F•••• Foundation has built a reputation for providing integrated investment management, wealth planning, consulting, trust, insurance, and banking services.
corporate parent: F•••• Foundation Inc.
Importance
2
low
Active deployment
0
low
Emerging
0
low
Completeness
50
elevated
Freshness
99
high
Research priority
1
low
Identity and regulatory footprint
- Headquarters
- Irvine, CAadviserinfo.sec.gov
- Office address
- 18101 VON KARMAN AVE, SUITE 700, Irvine, CA, 92612-1051adviserinfo.sec.gov
- Business phone
- 949-476-0300adviserinfo.sec.gov
- Website
- f•••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Oct 29, 2024
- Private funds reported
- 0 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- unknownreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $5.2Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 67
- Owners on Schedule A
- F•••• F••••••••• I••• (100% Stock Ownership), E
- business phone
- 949-476-0300adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- climate, media
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| T•• K••••• L••• S•••• V• F••• L• | Growth fund | unknown | Wound down | $33,503 Apr 6, 2022 | 30 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
4 current, 4 departed
A••••• H•• E• C•••
PartnerCo-Chief Investment Officer · since Apr 1, 2023
J••• A••• H•••••••
PartnerPresident/Co-Chief Investment Officer · since Jun 1, 2009
G•••••• S••••• B••••
Platform and operationsChief Compliance Officer · since Jan 1, 2004
J•••• M•••••• B••••••
Platform and operationsChief Financial Officer · since Aug 1, 2023
4 departed (kept with end dates)
- U••••• E•••••• K••••• · Chairman · Dec 1, 2002 to Oct 29, 2024 Inference
- E••••• J••• L•••••• · Chief Operating Officer · Jan 1, 2020 to Feb 6, 2023 Inference
- J••• M••••••• M••••• · Chief Financial Officer · Jan 1, 2010 to Jun 29, 2020 Inference
- K•••• T••••••• · Chief Financial Officer · Jun 1, 2020 to Feb 6, 2023 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
11 dated events
- Oct 29, 2024U••••• E•••••• K••••• (Chairman) no longer on Schedule A of F•••• F••••••••• A•••••••
- Mar 27, 2024T•• K••••• L••• S•••• V• F••• L• no longer reported on Form ADV by F•••• F••••••••• A•••••••Fund no longer reportedFundsInferenceT•• K••••• L••• S•••• V• F••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Aug 1, 2023J•••• M•••••• B•••••• joined Schedule A of F•••• F••••••••• A••••••• as Chief Financial Officer
- Apr 1, 2023A••••• H•• E• C••• joined Schedule A of F•••• F••••••••• A••••••• as Co-Chief Investment Officer
- Feb 6, 2023K•••• T••••••• (Chief Financial Officer) no longer on Schedule A of F•••• F••••••••• A•••••••
- Feb 6, 2023E••••• J••• L•••••• (Chief Operating Officer) no longer on Schedule A of F•••• F••••••••• A•••••••
- Jun 29, 2020J••• M••••••• M••••• (Chief Financial Officer) no longer on Schedule A of F•••• F••••••••• A•••••••
- Jun 1, 2020K•••• T••••••• joined Schedule A of F•••• F••••••••• A••••••• as Chief Financial Officer
- Jan 1, 2020E••••• J••• L•••••• joined Schedule A of F•••• F••••••••• A••••••• as Chief Operating Officer
- Mar 30, 2012T•• K••••• L••• S•••• V• F••• L• first reported on Form ADV by F•••• F••••••••• A••••••• (Venture Capital Fund), GAV $8,857,493Fund first reported on Form ADVFundsFactT•• K••••• L••• S•••• V• F••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012F•••• F••••••••• A••••••• first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Corporate venture (candidate, 50%, cls-1)corporate parent: F•••• F••••••••• I•••
Evidence
74 observations from 2 sources